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Retirement Planning Company of New England’s Eastern Bankshares EBC Stock Holding History

Retirement Planning Company of New England’s Portfolio EBC Stock Details EBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,621
Closed -$32K – 397
2021
Q4 		$32K Buy
+1,621
New +$33.6K 0.02% 467

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Wellington Management Group
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Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
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Capital Research Global Investors
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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Retirement Planning Company of New England's EBC Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Eastern Bankshares (EBC) in Q1 2022, closing a stake of 1,621 shares — an estimated $32K sold.

Retirement Planning Company of New England first reported a position in EBC in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 212 funds tracked by Wall St. Rank hold EBC as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Eastern Bankshares position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 1,621 Eastern Bankshares shares in Q1 2022, an estimated $32K.
  • Retirement Planning Company of New England first reported a position in Eastern Bankshares in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Eastern Bankshares position peaked at $32K in Q4 2021.
  • 212 funds tracked by Wall St. Rank held Eastern Bankshares as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.